ARIA Intelligence Platform
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Overview
Dashboard
Inbox
Planner—
Services
SARS
Correspondence—
SARS Queries
Response Tracker
Clients
New Client
Client Register
Tasks—
Reminders
Birthdays
Practice
Secretarial
Billing—
Converter
System
Info
Settings
PA
Partner A
OWNER
Dashboard
ARIA active · Not yet fetched
↗  Dept of Labour ↗  Sage
Middelburg —
Hendrina —
Good morning
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New SARS Items
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Follow-up Overdue
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Active Clients
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Deadlines This Week
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Clerk Workload
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Needs Action Now
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Deadlines This Week
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Today's ActivityLIVE
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SARS Correspondence
Both profiles · Not yet fetched
Unread
—
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Needs Follow-up
—
Tap to open →
Resolved · Month
—
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All Correspondence
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SARS Queries
Case tracking · Interactions · Tasks · History
All Queries
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SARS Response Tracker
Business days · SA holidays excluded · Auto follow-up drafts
Active Response Windows
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SA Public Holidays
Deadlines auto-exclude weekends and public holidays.
Client Onboarding
AI-assisted · Document extraction · Auto profile creation
1
Client Details
Entity & contact
2
Document Request
Auto-drafted email
Client Information
Services We Will Render
Document Request Email
Auto-drafted — review before sending
To:client@email.co.za
From:
Re:New Client Registration — Required Documents
Dear Client,

Thank you for choosing KNA Auditors.

To finalise your registration, please kindly provide the following documents:

    Please send the documents at your earliest convenience. If you have any questions or need help preparing any of these, feel free to reply to this email or call me directly.

    Kind regards,
    Partner A
    KNA Auditors
    Client Register
    Active Clients
    — TOTAL
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    Page 1
    Reminders
    VAT & PAYE
    Service: Frequency:
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    Birthdays
    Directors · Shareholders · Beneficial Owners
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    Tasks
    Assigned by partners · Completed by clerks · ARIA-assisted
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    Inbox
    Select an account to load email
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    🔍
    Select an account above to load your inbox.
    Work Planner
    Calendar · Tasks · Invoices · Financial statements
    ARIA Planning Insight
    Loading smart analysis...
    Loading planner...
    Services
    Who does what · Assignments · Task status
    🔍
    Month:
    CLIENT SERVICE ASSIGNED TO PLANNED DUE THIS MONTH
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    Deadlines
    Official SARS & regulatory deadlines for the current tax year. Set once when SARS announces new dates — these flow through the entire system and constrain when tasks can be scheduled.
    Tax Year
    Monthly Submissions
    EMP201 (PAYE) — due on the __ th of the following month
    th
    VAT201 — due on the __ th of the following month
    th
    Income Tax (IT) Filing
    Companies (Feb YE) deadline
    Trusts — filing season start
    Trusts — filing season end
    Individuals (Prov taxpayers) — season start
    Individuals (Prov taxpayers) — season end
    Individuals (Non-prov) — season start
    Individuals (Non-prov) — season end
    Provisional Tax — IRP6 (Feb YE & Trusts)
    6-month intervals from year end. Same dates apply to Trusts. Other YE companies: 6, 12 & 19 months from their YE.
    1st Provisional
    2nd Provisional
    3rd Provisional (voluntary)
    EMP501 Reconciliation
    Annual Recon — start
    Annual Recon — end
    Interim Recon — start
    Interim Recon — end
    Compensation Fund (WCA)
    Filing season — start
    Filing season — end
    Trust Distributions — IT3(t)
    Submission deadline
    Annual Financial Statements (AFS)
    CIPC Annual Returns & Beneficial Ownership
    BBBEE Certification
    Changes apply system-wide immediately
    Settings
    SARS eFiling Profiles
    Partner A
    eFiling: —
    CONNECTED
    Partner B
    eFiling: —
    CONNECTED
    SARS Download Folder
    ARIA watches this folder for downloaded SARS documents and imports them automatically.
    Checking...
    Integrations
    Outlook / Microsoft 365
    Email drafting & sending
    ACTIVE
    Sage
    Accounting system
    CONFIGURE
    SharePoint
    Backup & document storage
    CONFIGURE
    Staff & Access Restrictions
    Control which modules each clerk can access. Toggle off to restrict.
    Loading staff...
    Firm Details
    Firm Name
    Trading Name (if different)
    Registration Number
    VAT Registration Number
    Phone Number
    Email Address
    Partner A Full Name
    Partner B Full Name
    Middelburg Branch — Physical Address
    Hendrina Branch — Physical Address
    Firm Logo (used on invoices & statements)
    No logo
    Automatic Reminders
    When enabled, ARIA automatically sends reminder emails at 08:00 on each client's configured reminder day — from Hanneke's email with Heleen's signature.
    Reminder Photos
    Images are loaded from data/reminders/paye20, paye26, and vat on the server by default. You can override with a custom folder path below.
    PAYE — 20th (clients who submit before the 20th)
    PAYE — 26th (all other PAYE clients)
    VAT (all VAT clients — monthly, bi-monthly, etc.)
    Partner Signatures
    Upload a PNG or JPG of each partner's handwritten signature. These will be available to embed above the signature line on generated letters.
    Partner A
    No signature uploaded
    Partner B
    No signature uploaded
    Partner Login Credentials
    Usernames and passwords for partner accounts. Password changes take effect immediately.
    Partner A
    Username
    New Password
    Confirm Password
    Partner B
    Username
    New Password
    Confirm Password
    IT CONFIGURATION
    ▾
    Sage Customer Match & Link
    Link each ARIA client to its Sage customer so invoices attach correctly (and never create duplicates). Confident matches are pre-ticked; uncertain ones need your confirmation. Nothing is written to Sage — this only stores the link in ARIA. Run the preview, review, then commit.
    Tax Compliance Monitor
    Manual fetch · SARS eFiling · Not yet fetched
    Non-Compliant
    —
    Tap to filter →
    Compliant
    —
    Tap to filter →
    Last Fetched
    —
    Manual import
    Compliance Status — All Clients
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    Secretarial
    CIPC · Generate Letter · B-BBEE · Client Generated
    CIPC
    Company actions
    Generate Letter
    Letter templates
    B-BBEE
    Compliance & certificates
    Client Generated
    Client-signed documents
    Select a CIPC Action
    Prepare Submission Bundle
    Scan documents & download a ready-to-submit ZIP — no email sent
    Billing
    Invoicing · Sage integration · Debtor management
    ↗  Open Sage
    Invoices
    Draft & submit to Sage
    Debtors
    Outstanding accounts
    Recurring
    Auto-billing schedules
    Invoices
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    Converter
    PDF → CSV · FNB · ABSA · Nedbank · Standard Bank · Capitec
    ⬆
    Drop bank statement PDFs here
    or click to browse · multiple files supported
    Client Profile
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    Info Vault
    Enter your login password to unlock
    New SARS Query
    Client *
    SARS Case Number
    Query Type *
    Assigned To
    Description
    Attachments (optional)
    Query Detail
    Tasks
    Interactions
    Correspondence
    Attachments
    Related Queries
    Generate Draft Letter
    Formal draft letter to the Tax Ombud on KNA letterhead — downloadable .docx

    This will generate a formal draft letter to the Tax Ombud with the complete history of this query — all log interactions with their case numbers — ready to submit as a complaint escalation.

    New SARS Task
    Task Title *
    Case Number
    Due Date
    Assigned To
    Description
    Attachments (optional)
    New Subtask
    Title *
    Case Number
    Description
    SARS Query
    Interactions
    Linked Correspondence
    Message
    Message *
    Attachment (optional)
    Log Interaction
    Type
    Case Number
    Summary *
    Link Correspondence
    SARS Query
    Add Entry
    New Sheet
    Export by Client
    Select a client to export all their entries across all tabs into one Excel file.
    Change Password
    Password Reset
    Temporary password for :
    Share this with . They should log in and immediately change it using the Password button in the top bar.
    Delete Document
    Are you sure you want to delete:
    This will permanently remove the file from the document register and the server. This cannot be undone.
    New Folder
    Create a custom folder for this client's documents.
    Move to Folder
    Compose Email
    Write & send directly to client
    To:
    Cc:
    From:
    Re:
    AI Follow-up Draft
    Themba Nkosi · IT12 Query — 21 business days exceeded
    ARIA Draft — ready to review & send
    To:correspondence@sars.gov.za
    From:
    Re:Follow-Up: IT12 Query · Themba Nkosi · Ref: SARS/ITQ/2025/00889
    Dear SARS,

    We refer to the income tax query submitted on behalf of our client Mr Themba Nkosi on 20 March 2025, reference SARS/ITQ/2025/00889.

    The prescribed 21 business day response window has elapsed. We respectfully request feedback on the status of this query at your earliest convenience.

    Kind regards,
    Partner B
    ABC Auditors
    Interactions —
    Log New Interaction
    History
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    Add Unlinked Reminder Email
    Reminder — Email Draft
    Review before sending
    To:
    From:
    Re:
    Document Preview
    Edit Client
    Annual Trust Letter
    Bank · Validity of Trust Deed
    Shareholder Confirmation
    Directors · Shareholders · Voting Rights
    Directors
    —
    Pulled from client profile · edit there if changes needed
    Shareholders
    —
    Overdraft Re-evaluation
    To: The Credit Department
    Confirmation of Trading Status
    To: Whom it may concern
    Income & Solvency Confirmation
    To Whom It May Concern
    Confirmation of Income
    Bruto Inkomste Bevestiging · To Whom It May Concern
    R
    Joint Venture Letter
    SA Revenue Services · Partnership / JV confirmation
    Letter of Appointment
    SARS Tax Representative · Director appoints KNA
    Director (Appointer)
    KNA Representative (Appointee)
    Address Confirmation
    Registered address · To Whom It May Concern
    Custom Letter
    Aria-drafted · KNA letterhead · Blank template
    Recipient
    Client Info to Include in Header
    What is the letter about?
    Mandate / Special Power of Attorney
    Client Generated · CIPC Beneficial Ownership
    Client
    Tax Representative Appointment
    SARS · Authorised Director · Company
    Client
    SARS Director Resolution
    SARS · Director Authorisation · PTY / CC / Trust
    Client
    EME Sworn Affidavit
    B-BBEE · Exempt Micro Enterprise · 0–10M
    Signatory (Deponent)
    Enterprise Details
    Ownership Percentages
    Designated Group Breakdown
    B-BBEE Level
    Add Asset
    Import SARS Documents
    1
    Log in to SARS eFiling
    Open eFiling, log in, and download the relevant correspondence to your SARS folder.
    2
    Import documents into ARIA
    Upload SARS PDFs directly, or let ARIA scan the server SARS folder.
    Fetch SARS Documents
    Would you like to fetch the latest SARS correspondence now? This opens eFiling so you can download documents for import.
    Download SARS Queries
    Assign Follow-up Task
    Drafting Letter...
    AI is writing a response based on the document — placing on KNA letterhead
    Assign New Task
    Edit Due Date
    Move to Another Day
    The actual due date stays unchanged — this only affects when it shows up in your planner.
    Reassign Task
    Mark Task Complete
    Upload the completed deliverable(s). ARIA suggests the folder — confirm or change it before filing.
    File already exists
    Sage Customer Match
    These invoices are held because ARIA couldn't confidently match the client to a Sage customer. Confirm the correct match — once linked, every future invoice for that client allocates automatically.
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    Add to Invoice?

    Put Task On Hold
    Send for Partner Review
    Drop files here or click to browse
    Excel, Word, PDF, images — any format
    ↩ Send Task Back to Clerk
    The clerk's task will automatically be placed On Hold with your note as the reason.
    Drop files here or click to browse
    Remove Task
    ✓ Mark Review Complete
    Both this review task and the original clerk task will be marked Complete.
    SARS Letter
    Log SARS Case Number
    Phone call or interaction reference
    New Invoice Draft
    Work Items (hours auto-linked per item)
    Total Hours 0h
    Total Amount R 0.00
    View Statement
    Age Analysis
    Client Amount Days
    New Recurring Schedule
    Services / Work Items (billed each cycle)
    Amount per Cycle R 0.00
    Client Access
    Toggle off to restrict this clerk from seeing that client. Changes save instantly.
    Add Clerk
    Invoice
    Email Invoice to Client
    INVOICE
    —
    —
    —
    Send the invoice link to the client — they can view & download it from the link in the email.
    Client Statement
    Statement Preview
    Clerk Workload
    Confirm & Assign
    Upload Documents
    Client document
    Drop documents here or click to browse
    PDF, JPG, PNG, DOCX · Up to 10 files at once · Renamed automatically
    New Entity for Existing Client
    Documents already uploaded for this client are matched and removed from the request.
    Existing Client *
    New Entity Type *
    New Entity Name *
    Email for this entity
    Assigned Partner
    Document checklist — matched against uploaded files
    Add Task to Planner
    Title *
    Client
    Assign To
    Due Date *
    Priority
    Notes
    Export Planner
    Choose a date range and export type.
    From
    To
    Choose export type
    Task Summary
    ✓
    Counts of tasks completed per month, grouped by type — e.g. Feb: 10 Financial Statements, 8 VAT Returns. Downloads as a CSV.
    ARIA Optimisation Report
    ✓
    ARIA reviews what was done and when, then suggests how to spread the workload more evenly next time. Downloads as an HTML report you can open and print.
    Export Staff Progress Report
    Filter by clerk and task type — export a PDF showing completed & outstanding work.
    Staff Member
    Task Type
    Period
    Import Clients from Documents
    Upload Company Registers, Trust Registers, or SmartPractice Client Summaries — ARIA reads each one in parallel and creates all client records
    Drop up to 5 documents here
    Company Register · Trust Register · SmartPractice Client Summary
    All files processed simultaneously — PDF, JPG, PNG accepted
    Done
    Review Documents
    Create Group
    Confidential Vault
    This vault contains confidential client credentials.
    Enter your ARIA login password to unlock access.
    Change Document Type
    Select the correct document type:
    Monthly Overview
    — tasks & deadlines ahead